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Ultra-High Net Worth Investors

Artemis offers and provides a comprehensive set of wealth management services for its UHNW clientele:

  • Outsourced Chief Investment Officer (“OCIO”) services

  • Strategic asset allocation and dynamic portfolio rebalancing

  • Manager selection, administration and due diligence  

  • For newly formed wealth: Turn-key solutions for those families desiring to form a family office and investment partnership structure

  • For existing families: Complementary services for established families wishing to access one or more of our capabilities

The Artemis UHNW clientele average over $100 M in assets, ranking Artemis in the top 0.5% of all RIA’s in terms of average assets per client.